Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$30,300,486
-$1,764,104 QoQ
Shares Held
345,226
0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#307
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026USS Investment Management Ltd holds $142,944,389 across 21 Utilities - Regulated Electric names. NEE ranks #1 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
345,226 | $30,300,486 | |
| 2 | DUK |
Duke Energy CORP
|
118,178 | $14,958,971 | |
| 3 | SO |
Southern Co
|
155,704 | $14,902,429 | |
| 4 | AEP |
American Electric Power Co Inc
|
81,975 | $11,214,999 | |
| 5 | D |
Dominion Energy, Inc
|
138,840 | $9,481,383 | |
| 6 | EIX |
Edison International
|
94,939 | $7,068,208 | |
| 7 | PCG |
PG&E Corp
|
381,865 | $6,422,969 | |
| 8 | ED |
Consolidated Edison Inc
|
49,407 | $5,465,896 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,300,486 | 345,226 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $32,064,590 | 345,226 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $26,886,895 | 334,914 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $25,282,657 | 334,914 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $23,249,729 | 334,914 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $23,742,053 | 334,914 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $34,612,935 | 482,814 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $42,458,404 | 502,288 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $35,899,182 | 506,979 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $32,528,208 | 508,969 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $29,794,488 | 490,525 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $27,665,570 | 482,904 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $33,574,980 | 452,493 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $33,961,448 | 440,600 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $36,579,681 | 437,556 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $33,997,791 | 433,590 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $44,712,623 | 577,235 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $50,495,122 | 596,094 | Shares | Sole | 2022-07-18 | |
| 2021-12-31 | $53,853,595 | 576,838 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $45,293,319 | 576,838 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $50,835,508 | 693,716 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $52,247,719 | 691,016 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $53,311,884 | 691,016 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $47,692,857 | 171,829 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $40,822,895 | 169,975 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $35,599,007 | 147,947 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||